Samantha Wood
Chartered Wealth Manager, Chartered Fellow CISI
Following 11 years of service in the Army Sam qualified as a Chartered Wealth Manager and began her career in financial services as an Investment Manager in large FTSE organisations, looking after a broad variety of clients and their investment portfolios.
Sam then spent several years in senior management positions within financial services where she crafted her commercial, coaching and business consultancy skills before deciding to set-up her own financial planning practice as she could see a space for her experience and approach. This approach can be summarised using three words: Personal, Professional and Profound.
About
At Wood Mitchell Financial Planning we believe that your finances are a fundamental element of your life, in fact our business model revolves around ensuring that as part of our relationship and planning, we are joining the dots between what we call the fundamental life pillars: physical health, mental health and financial security.
Sam is passionate about creating clarity and simple to understand financial plans, focused on achieving YOUR goals. Bringing together Sam's experience as an Army Officer, athlete, coach and Chartered Wealth manager, there is a genuine focus on getting to know you, what is important to you and forming a long-term relationship with your financial security and stability at the heart of what we do.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
